How does Invoicing work on FieldTask?

Learn how to view, create, and manage invoices in FieldTask while keeping invoice data synced with HighLevel.

FieldTask allows you to create and manage invoices directly from the platform while keeping them synchronized with HighLevel (GHL).

Any invoice created in FieldTask can automatically sync with GHL, allowing invoice updates made on either platform to reflect across both systems.

Access Your Invoices

To access your invoices:

• From the left sidebar, go to Invoice.

The page that loads will display all of your invoices.

You can use the Sync option on this page to view invoices from GHL that are available to be brought into FieldTask.

Create a New Invoice

To create a new invoice:

• Click Create New Invoice.

The Invoice Creation page will open.

The invoice form contains the following fields:

• Customer
• Invoice Name
• Invoice Number
• Currency
• Issue Date
• Due Date
• Jobs

• Complete the required information to create your invoice.

📌 Note: To learn more about the complete invoice creation process, follow the Raise Invoice article.

Track Invoice Status

From the Invoice page, you can monitor and manage your invoices.

Invoices can have four different statuses:

• Draft
• Sent
• Partially Paid
• Paid

You can use the available filters to find invoices based on their current status.

Invoice Sync with HighLevel

Invoices created in FieldTask will automatically sync with HighLevel.

This two-way sync allows:

• Invoices created in FieldTask to appear in GHL.
• Invoice updates made in either platform to reflect on the other.

This helps you manage invoices without needing to maintain separate records in FieldTask and HighLevel.